Latest equities thinking

Equities and COVID-19: Now is not the time to double-down on uncertainty

21 May 2020

As the effects of COVID-19 continue to rip through societies and economies, Trevor Green explains why adding uncertainty on top of uncertainty is never a good investment strategy. He outlines three critical, but simple, rules for navigating the current equity market.

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COVID-19: The impact on global equities

28 Apr 2020

As the coronavirus pandemic wreaks havoc on global economies, Giles Parkinson assesses the impact across equity markets and the longer-term implications for investors.

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Size matters: Will COVID-19 lead to a concentration of corporate power?

22 Apr 2020

The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.

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Are investors too complacent about the coronavirus?

21 Feb 2020

In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

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Cwtch: Has capitalism gone cuddly?

18 Feb 2020

In the first of a new editorial series, Link, AIQ brings together people from across Aviva Investors to debate topical themes. Mirza Baig and Stephanie Niven consider whether CEO claims about running businesses for multiple stakeholders rather than shareholders alone is a grand idea or just plain grandstanding.

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Dealing with climate change: A mixture of mitigation and adaptation

4 Dec 2019

The asset management industry has a key role to play in the face of the climate emergency facing humanity. We spoke to Emma Haziza, hydrologist, PhD Mines ParisTech, Founder and President of Mayane, and Rick Stathers, Climate Specialist at Aviva Investors to find out how asset managers can support companies in their climate transition efforts.

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In a complex market, investors need to connect information signals more effectively

19 Nov 2019

A growing body of research suggests equity investors are poor at recognising the connections and interrelationships between companies. A fresh approach is needed, argues Mikhail Zverev, head of global equities at Aviva Investors.

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5G: Anatomy of an equity investment idea

11 Nov 2019

The evolution of wireless technology has fuelled a host of new mobile applications and helped propel companies such as Netflix. 5G, its next iteration, promises speeds up to 20 times faster than the current 4G. But to think only in terms of speed severely underestimates 5G’s potential to fundamentally transform the business landscape – though not without tremendous risk.

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Back to the future: Dr Eric Topol on AI in healthcare

3 Oct 2019

In the final article in our series on healthcare, we speak to the renowned cardiologist and author Eric Topol about his new book, Deep Medicine.

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Substance over style?

30 Sep 2019

Why an agnostic approach beats equity style biases.

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Big Tech bets on healthcare

25 Sep 2019

In the third of a four-part series on healthcare, we focus on technology. New tech innovations promise to deliver better treatments and cost efficiencies – but concerns over data protection and flawed AI persist.

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Biotech disrupters shake up the drug discovery business

18 Sep 2019

In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.

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AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

A quarterly publication which encapsulates the thinking of our investment team.

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